+67.5%
HLI price history and return analytics
+65.7%
+1.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.4% |
| 7D | -0.4% | -1.1% | +0.7% | +0.7% |
| 30D | +11.3% | -1.0% | +12.3% | +12.3% |
| 3M | +1.3% | +3.2% | -1.9% | -1.9% |
| 6M | -5.7% | +12.5% | -18.2% | -16.5% |
| YTD | -20.5% | +14.1% | -34.5% | -30.6% |
| 1Y | -33.2% | +18.9% | -52.1% | -44.2% |
| 3Y | +35.6% | +74.1% | -38.5% | -22.2% |
| All | +67.5% | +65.7% | +1.8% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling